Joshua Wilson Consulting offers advanced Microsoft Excel consulting services. Utilize my decades of Excel experience, seasoned financial analysis acumen, and business analyst savvy for a successful Microsoft Excel consulting project.
Spreadsheet Consulting
I can help with:
- Custom Excel Spreadsheet Design
- Complex Pricing Models & Product Configurators
- Configured Price Quote Excel Spreadsheets
- Configured Price Quote Software Prototypes in Excel
- App Prototypes and other Software Prototypes in Excel
- Excel Dashboards
- Financial Modeling & Projections
- Budgets & Forecasts
- Product Development Timeline Spreadsheets
- Insurance Rater Spreadsheets
Revenue Line Graph created in Excel by Joshua Wilson
Analytics Consulting
Accurate information is fundamental. If you’re not there yet, I can help build your metrics program. Insightful analytics drive optimal business decisions. I can help you take it to the next level.
Screenshot of a simple Custom Excel Worksheet created by spreadsheet designer Joshua Wilson. Users can only input into the blue font input cells. All other cells are locked, a best practice to prevent formulas from accidentally being changed.
Excel Automation
You may not know these fancy Excel terms, and you probably don’t need to. Just know that I can help you leverage advanced Excel features to reduce your manual tasks, eliminate manual errors, and energize your workday. Let me handle the heavy lifting, and you sit back and relax. Fancy Excel words I speak include Power Query, The Data Model, DAX Measures, and the Developer Tab.
Simple Budget & Forecast Spreadsheet created in Microsoft Excel by Joshua Wilson
What is an Excel Consultant?
Excel Consultant Definition
A consultant is one who gives professional advice or services. Excel refers to the spreadsheet program Microsoft Excel. The definition of an Excel consultant is one who gives professional advice or services related to Microsoft Excel. That is exactly what I do, for Microsoft Excel spreadsheets or other spreadsheet program such as Google Sheets. Whether you need an Excel expert for big picture guidance or a custom spreadsheet tool for a specific job, I have the expertise to help.
Spreadsheet Consultant v. Financial Analyst Consultant
Spreadsheet expertise often overlaps with financial analysis skills, but not always. If you need a dashboard for your key performance indicators, financial modeling, a data and analytic partner, or budget and forecasting help, you’ll want someone who is a spreadsheet consultant and has sharp financial analysis skills and experience. I provide you a spreadsheet consultant who is also a financial analysis consultant. With past lives as a financial analyst, business analyst, comptroller, and operations manager, I “am fluent” in CFO, CPA, GAAP, and quarterly benchmarks.
Advantages Of Working With Josh
The more these match your needs, the better fit we are, the more satisfied you’ll be, and the more value I’ll bring:
Decades Of Experience – I’ve been a spreadsheet guy since Lotus 1-2-3 in high school. At Indiana University Kelley School of Business, I transitioned to Excel, and began using my Excel acumen professionally in 1996.
Direct Access – With me, you get the simplicity of working directly with me and only with me. With some Excel consultancies, you might work with a sales person, a manager, the worker that does the work, and maybe even the owner. With me, you only talk to Josh.
Quick Communication, Call Me Anytime – Whether we’re on a custom Excel spreadsheet project or I’m your Excel advisor on retainer, pick up the phone and give me a call anytime.
User Experience Is Paramount – A good spreadsheet consultant delivers a spreadsheet that is a pleasure to use. The solution is pleasing to the eye as a result of streamlined inputs, easy navigation, no unnecessary ink, row spacing optimized for quick comprehension, and light coloring that does not distract. Excel consultants who write accurate formulas are a dime a dozen. But if you hate using their ugly clunky spreadsheet solution, is it really worth it? I have studied design (not just spreadsheet design) and Stephen Few’s best practices to give you a perceptual edge. If you demand the science and the art, you’re in the right place. Related: 5 tips for a pleasant spreadsheet user experience.
Complexity Is My Middle Name – My experience as a corporate business analyst taught me how to pull complex concepts out of customers heads efficiently and effectively. The more complex your project, the tougher it is to comprehend, the more value you’ll get with me. Related: What is my spreadsheet complexity level?
I’m A People Person – I enjoy talking to folks and some people even think I’m a likable guy. If you’re looking for a shy introvert who’s tough to communicate with, I may not be the guy.
English Is My First Language – I was born in the United States and English is my first language. If you conduct business in English, you’ll have no language barrier communication issues with me. Although I must admit I have on occasion dangled my participles.
United States Timezone – I’m in the Eastern Time Zone on the east coast of the United States Of America. If you’re in the USA, you won’t have any timezone conflicts with me.
Errors & Omissions Insurance – I carry good old E&O. Not all Excel companies carry basic insurance.
Spreadsheet Consulting Client Testimonials
Here’s what it’s like working with me.
Sandi Reichert, HR Manager and Lisa Smith, IT Administrator, Torrance Casting, La Crosse, WI:
“We contacted Josh after doing a Google search for customized Excel programs. We needed to reduce time spent administering a complicated attendance program of a labor contract. Immediately we found Josh to be professional and responsive. Josh listened and provided the knowledge and technical skills to reduce a 15 hour per week process down to 10 minutes! Above all he was persistent in finding a solution. After this experience we were all left with the confidence that Josh could do anything! We highly recommend Josh’s services to any company and look forward to his expertise with future projects.”
Matthew Lein, Partner, Lein Law Offices:
“I needed Josh’s help and he delivered. Despite my hectic schedule, Josh was able to work with me at odd hours to get the job done. He turned 3 years of unorganized data and made it usable and for a reasonable cost. My future cost savings will be massive now that I can use my data intelligently. What Josh charged me pales in comparison to my future cost savings. You need Josh if you have a good size business with multiple moving parts and data that can be used to your advantage.”
Craig Lorenzini, Chief Financial Officer, Regal Custom Painting:
“Josh has been working with our company, Regal Custom Painting for over a year on various projects and has done an excellent job on everything he puts his hand to, making our jobs much easier.”
Josh Sargent, Miller Pipeline:
“Consummate Professional! Mr. Wilson doesn’t oversell you on what you think you need, but opens your mind up to options that make more business sense than you originally planned for. He is a responsive and punctual professional. It was a pleasure to do business with him and I hope to do more in the future!“
Desiree Calderella, AICP, Planning Director, Shelby County Plan Commission:
“Joshua Wilson helped us update and streamline our Excel land use and building permit tracking system. He was readily available during the entire process to answer questions and to work out solutions to our specific needs. Joshua Wilson Consulting proved to be an outstanding cost-efficient option for our governmental agency.”
Tom Detelich, Partner, Grandview Homes:
“Our business had a large unwieldy inventory status report. I spoke to Joshua about moving this to Google Sheets and creating a more useful report in general. Joshua did three very important things to complete a successful development project for us:
1. He listened and learned all he needed to know to understand our needs,
2. he provided options so that we could be certain that the direction we were going was the right one for us, and
3. moving from the development version to final deployed version was smooth and painless.
We will continue to use Joshua.”